Latest Institutional Transactions on United States Commodity Index Funds Trust (USCI)
This table provides information on the latest institutional transactions involving United States Commodity Index Funds Trust (USCI) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-9.15K- 98.92% |
$203K - $268K
|
100
$6.93K
|
|
|
Aug 10, 2022
Q2 2022
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
1.03K+ 25.17% |
$22.9K - $30.2K
|
5.13K
$356K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.36KNew |
$52.4K - $69K
|
2.36K
$163K
|
|
|
Aug 09, 2022
Q2 2022
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-100Closed |
$2.22K - $2.93K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
8.99KNew |
$200K - $263K
|
8.99K
$623K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-1KClosed |
$22.2K - $29.3K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Fifth Third Bancorp
|
SELL
|
- |
-633- 46.89% |
$14.1K - $18.5K
|
717
$49.7K
|
|
|
Aug 03, 2022
Q2 2022
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-7.77KClosed |
$173K - $227K
|
0
$0
|
|
|
Aug 03, 2022
Q2 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-249- 1.55% |
$5.53K - $7.28K
|
15.8K
$1.09M
|
|
|
Jul 26, 2022
Q2 2022
|
Chase Investment Counsel Corp
|
BUY
|
- |
82.4KNew |
$1.83M - $2.41M
|
82.4K
$5.71M
|
|
|
Jul 22, 2022
Q2 2022
|
Gen Trust, LLC
|
SELL
|
- |
-300- 2.47% |
$6.67K - $8.78K
|
11.9K
$823K
|
|
|
Jul 22, 2022
Q2 2022
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-57- 0.37% |
$1.27K - $1.67K
|
15.4K
$1.07M
|
|
|
Jul 21, 2022
Q2 2022
|
Wedbush Securities Inc
|
SELL
|
- |
-19.2KClosed |
$426K - $560K
|
0
$0
|
|
|
Jul 18, 2022
Q2 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-993Closed |
$22.1K - $29K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 15, 2022
Q1 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
300New |
$7.92K - $8.97K
|
300
$20.8K
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.72K+ 194.29% |
$71.8K - $81.3K
|
4.12K
$286K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
15.5KNew |
$408K - $462K
|
15.5K
$1.07M
|
|
|
May 16, 2022
Q1 2022
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-6Closed |
$158 - $179
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-950Closed |
$25.1K - $28.4K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
SELL
|
- |
-10.9KClosed |
$287K - $325K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
3.92KNew |
$103K - $117K
|
3.92K
$272K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
850+ 85.0% |
$22.4K - $25.4K
|
1.85K
$128K
|
|
|
May 13, 2022
Q1 2022
|
Caz Investments LP
Houston, TX |
SELL
|
- |
-3.9K- 20.0% |
$103K - $117K
|
15.6K
$1.08M
|
|
|
May 12, 2022
Q1 2022
|
Archer Investment Corp
|
SELL
|
- |
-90- 9.4% |
$2.38K - $2.69K
|
867
$60.1K
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.72KClosed |
$151K - $171K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100New |
$2.64K - $2.99K
|
100
$6.93K
|
|
|
May 10, 2022
Q1 2022
|
Lws Wealth Advisors, Inc.
|
SELL
|
- |
-11.4KClosed |
$302K - $342K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
240New |
$6.34K - $7.18K
|
240
$16.6K
|
|
|
May 09, 2022
Q1 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-239Closed |
$6.31K - $7.15K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
200New |
$5.28K - $5.98K
|
200
$13.9K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-200Closed |
$5.28K - $5.98K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-27- 32.14% |
$713 - $807
|
57
$3.95K
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
100+ 66.67% |
$2.64K - $2.99K
|
250
$17.3K
|
|
|
Apr 26, 2022
Q1 2022
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-669Closed |
$17.7K - $20K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-100Closed |
$2.55K - $2.9K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-11.2KClosed |
$287K - $326K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
SELL
|
- |
-5KClosed |
$128K - $145K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.44KClosed |
$215K - $245K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-50Closed |
$1.28K - $1.45K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-41Closed |
$1.05K - $1.19K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
100New |
$2.47K - $2.82K
|
100
$6.93K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-53.8KClosed |
$1.33M - $1.51M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-6.1KClosed |
$151K - $172K
|
0
$0
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
2.5KNew |
$61.8K - $70.4K
|
2.5K
$173K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Advisor Resource Council
|
BUY
|
- |
10New |
$248 - $296
|
10
$693
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-117Closed |
$2.9K - $3.46K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-547Closed |
$13.5K - $16.2K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Stone X Group Inc.
|
SELL
|
- |
-6.11KClosed |
$151K - $181K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-47Closed |
$1.16K - $1.39K
|
0
$0
|
|